What triage services does CashCalc offer?

Our Defined Benefit Triage service consists of a downloadable interactive Video/ Podcast. It is designed to ensure you provide generic and balanced information from which the client can make an informed decision on whether or not to proceed with seeking regulated financial advice. It also helps prevent you crossing the advice boundary.

Defined Benefit Triage Video

The interactive video, which can also be downloaded as a modern podcast for those of you who are interested, places an emphasis on informing the consumer of the advantages and disadvantages of a pension transfer.

Lasting for around 25 minutes, the video repeatedly asks the consumer if they understand the information being provided. The results are then logged and provided for you to view, for example, the client expressed understanding to what they were told.

Attitude to Transfer Risk Questionnaire

If a consumer decides to proceed with regulated advice, then you can use the Attitude to Transfer Risk Questionnaire as part of your advice process. The questionnaire is designed to assess the consumer's suitability towards a potential transfer and has so far been used nearly 600 times by advisers throughout the UK. Again, it seeks to ask the consumer a series of questions. The client can answer subjectively, reflecting their personal circumstances.